Lu Neuman

Investment Advisor Representative

Working with our advisors, Lu researches solutions for your retirement and  insurance needs.  She can take your trading instructions and answer general questions about long term care options, beneficiary designations, required minimum distributions,  qualified charitable distributions, social security benefits and many other topics. 

Certified in Long-Term Care Planning https://ltc-cltc.com/ 

Securities Licensed  7,24,53,63,65
MN Insurance License 31217

 

Phone 952-895-6963
Fax 952-895-0718